Institutional Ownership Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT). We have compiled data on the 1,418 institutions that hold shares in the stock, with a total of 399 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Refined Wealth Management
|
Apr 22, 2025 Q1 2025 |
56,930
shares
|
$5.14 Million
4.23% of portfolio
|
Q1 2025
Reduced 33.68%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
56,810
shares
|
$5.12 Million
0.01% of portfolio
|
Q4 2024
Added 916.46%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
56,723
shares
|
$5.12 Million
0.86% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
56,490
shares
|
$5.1 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
56,430
shares
|
$5.09 Million
0.4% of portfolio
|
Q4 2024
Added 77.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
55,659
shares
|
$5.02 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
55,402
shares
|
$5 Million
1.36% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
55,035
shares
|
$4.96 Million
1.56% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
55,007
shares
|
$4.96 Million
1.7% of portfolio
|
Q4 2024
Added 119.24%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
54,826
shares
|
$4.95 Million
0.8% of portfolio
|
Q4 2024
Reduced 79.82%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
54,760
shares
|
$4.94 Million
2.97% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
53,919
shares
|
$4.86 Million
0.98% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
53,650
shares
|
$4.84 Million
0.08% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
53,603
shares
|
$4.83 Million
1.82% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
53,163
shares
|
$4.8 Million
4.81% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
52,392
shares
|
$4.73 Million
0.29% of portfolio
|
Q1 2025
Reduced 33.15%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
52,363
shares
|
$4.72 Million
1.69% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
51,851
shares
|
$4.68 Million
1.93% of portfolio
|
Q1 2025
Added 24.55%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
51,280
shares
|
$4.63 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
51,015
shares
|
$4.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
50,891
shares
|
$4.59 Million
0.16% of portfolio
|
Q4 2024
Added 219.21%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
50,847
shares
|
$4.59 Million
2.7% of portfolio
|
Q1 2025
Added 409.28%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
50,602
shares
|
$4.56 Million
0.48% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
50,298
shares
|
$4.54 Million
0.54% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
50,195
shares
|
$4.53 Million
0.16% of portfolio
|
Q4 2024
Added 3.68%
|